FSA® Professional Membership

Become a FINANCIAL SERVICES ADVISOR® (FSA®)

 Are you a Financial Advisor with a passion for excellence? Take your career to new heights with the prestigious FINANCIAL SERVICES ADVISOR® (FSA®)  designation. Developed by the Financial Planning Institute of Southern Africa (FPI) and registered with the South African Qualifications Authority (SAQA), this designation sets you apart from the competition as, by acquiring it, you have demonstrated that you are adhering to the highest standards of professionalism, ethics, and competency.

By applying, you will  Unlock your potential and elevate your credibility with our comprehensive certification requirements, known as the four Es:

Education: Obtain a relevant NQF 6 (old) or NQF 7 (new) qualification.

Experience: With two or more years of valuable financial services experience, you have the expertise that clients trust. The FSA® designation recognises your track record of success.

Examination: Demonstrate your mastery of essential skills through our rigorous written professional competency examination (PCE). Prove your capabilities and showcase your commitment to excellence.

Ethics: Uphold the highest ethical standards by embracing the FPI Code of Ethics and Professional Standards. Gain the trust and confidence of your clients as you operate with integrity and transparency.

Recognition of Prior Learning: Exciting news! If you hold an FPI Recognised Qualification, you’re exempt from the PCE.  Accelerate your journey towards the FSA® designation!

Ready to join the elite ranks of financial advisors? Take the next step and apply for membership today. For more information, please read the requirements and benefits in our brochure

Elevate your career, amplify your success, and become a distinguished Financial Services Advisor®.

The FSA® designation: Empowering your future in the world of finance!